Demand Planner jobs in United Arab Emirates

We are partnering with a private bank in a search for a Wealth Planner to join their team in Dubai.

We are partnering with a private bank in a search for a Wealth Planner to join their team in Dubai.

• The candidate will serve as technical expert and resource on wealth planning matters, including but not limited to trust, insurance, tax advisory and family office advisory - both for prospects and clients.
• You will work closely with the Relationship Managers to assist in the acquisition of new clients; retain, expand and deepen existing clients through a holistic and independent approach to the clients\' wealth planning needs.
• The candidate will be required to provide internal training to Relationship Managers and other stakeholders.
• The candidate will follow up the implementation of any suggested planning solutions and liaise with external tax and legal advisors and service providers (trust company, fiduciary companies, insurance brokers, etc.).

• 5+ years\' experience as wealth planner, trust manager / officer or private client legal advisor.
• Legal or tax background is preferred
• STEP qualification is a plus
• Ability to view wealth planning holistically and incorporate various wealth management disciplines
• Client centric skills including excellent organizational, interpersonal, verbal and written communication skills